Project: Green Hedge Capital
Duration: 2 Months
Industry: Textile
Introduction
Green Hedge Capital (GHC) is a mid-sized investment advisory and wealth-management firm that provides portfolio management, financial planning, and alternative investment solutions to high-net-worth individuals and institutional clients.
Problem Description
Before adopting Zoho CRM, Green Hedge Capital relied heavily on Excel sheets to manage client information, investment portfolios, and follow-up schedules. While this approach worked in their early stages, it soon became inefficient as the client base and transaction volumes grew.
Key challenges included:
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Data fragmentation: Multiple spreadsheets made it difficult to maintain a single source of truth, leading to duplication and inconsistency in client data.
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Manual follow-ups: Tracking follow-ups through Excel required manual reminders, increasing the risk of missed client interactions.
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Compliance risks: Lack of automated audit trails and secure record-keeping posed challenges in meeting financial compliance requirements.
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Scalability issues: As operations grew, Excel could not handle complex workflows or automation needs efficiently.
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Analytics and reporting: Generating insights or consolidated reports across modules was time-consuming and prone to errors.
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Data security: Sensitive client and investment information stored in spreadsheets lacked encryption and access control, increasing the risk of data breaches.
Recognizing these limitations, GHC sought a robust CRM solution to centralize data, automate processes, and ensure compliance while enhancing client relationship management.
Objectives
Green Hedge Capital partnered with Interloop to implement Zoho CRM with a clear set of objectives aimed at transforming their client relationship management process.
Key objectives included:
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Centralized data – A single source of truth for client and portfolio information
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Automated follow-ups – Reminders and tasks to avoid missed milestones
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Finance-specific workflows – Custom modules for investment tracking and compliance
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Data security and secure management – Role-based permissions, encryption, and audit trails
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Scalability – Support for growing client portfolios and complex financial products
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Regulatory reporting – Easy, accurate compliance and audit reports
Implementation Approach
To address Green Hedge Capital’s unique requirements, Interloop followed a structured, phased approach to the Zoho CRM implementation. The process was designed to ensure accuracy, compliance, and smooth adoption across the organization.
Results & Outcomes
The Zoho CRM implementation delivered significant improvements in client management and operational efficiency.
Key outcomes included:
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Centralized client data eliminating fragmented spreadsheets
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Improved efficiency through automated workflows
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Reduced onboarding and follow-up time for clients
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Enhanced compliance with role-based access and audit trails
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Stronger data security through encryption and access control
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360° visibility into client relationships and portfolios
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Scalable system ready for business growth
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Positive feedback from internal teams and clients
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Strengthened Interloop’s portfolio in compliance-driven CRM implementations
Client Feedback
“The Interloop team understood our unique requirements from day one. Their expertise in customizing Zoho CRM for the financial sector, attention to compliance, and proactive support during the transition has significantly improved our operational efficiency and client management. This implementation has truly transformed the way we manage portfolios and client relationships.” — Green Hedge Capital
Exposure & Learning
The Green Hedge Capital project offered Interloop’s team valuable exposure to the financial services domain, expanding expertise beyond conventional CRM implementations.
Key learnings included:
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Understanding wealth-management processes and investment lifecycles
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Structuring CRM workflows aligned with regulatory requirements
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Advanced customization across multiple CRM modules
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Building scalable systems for complex portfolios
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Driving change management from spreadsheets to CRM adoption
Comparison
Conclusion
The Zoho CRM implementation transformed Green Hedge Capital’s client management by centralizing data, improving security, automating workflows, and strengthening compliance.
For Interloop, the project delivered deep exposure to financial-sector workflows and regulatory frameworks, positioning the team to confidently execute future CRM projects in finance and other compliance-driven industries.
